Open Text edocs. Overview and Roadmap. Larry Roy. July 29, Director, Product Management

Transcription

2 Agenda Roadmap Summary What s Coming in edocs DM 5.3 What s Next with Enterprise Library Integration Recent Product Releases New Integrations with edocs DM Content World 2010 Summary Questions Slide 2 Copyright 2010 Open Text Corporation. All rights reserved.

5 Document Management edocs Edition 5.x Roadmap Overview Calendar Year Q2 Wireless DMS for edocs Apple ipad support edocs Integration for Sharepoint SharePoint 2010 support Filing 3.1 SharePoint 2010 support Open Text Report and Output Manager Integration with edocs DM Q3 edocs DM 5.3 Microsoft Office 2010 Windows Communication Foundation MSI installer technology More. Filing 3.1 Exchange Connector New connector for Filing with integration to Microsoft Exchange Open Text edocs Integration for Autodesk AutoCAD New integration between edocs DM and AutoCAD edocs DM Integration with Open Text RM edocs DM Extensions integration with Open Text Records Management edocs DM 5.4 edocs DM 5.4 Next feature release of the edocs DM 5.x product line ECM Suite Advances Open Text Archiving for edocs ECM Suite Advances Integration with Open Text Records Management ECM Suite Advances Additional details will be provided at Content World 2010 Legend: Delivered In Progress Proposed Slide 5 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

7 Open Text Document Management, edocs Edition (edocs DM 5.3) Open Text Document Management, edocs Edition (edocs DM 5.3) Delivering enhanced application and platform support Creating easy to deploy client and server-side installations Broadening support for multiple file extensions Creating seamless usage of the Save User Interface throughout Supporting multiple communication protocols Slide 7 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

8 Product Rebranding Rebranding from Hummingbird to Open Text edocs DM Updated Documentation New Installation splash screens Configuration Screens edocs DM Webtop Installation Directories Open Text Document Management, edocs Edition Slide 8 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

12 Microsoft Office 2010 Integration New Integration designed from the ground up Integration files independent of previous versions of Office Movement from ODMA and COM add-ins for the previous releases to Microsoft s VSTO only for this release Integration into the Microsoft Backstage Slide 12 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

14 Customize Your Experience Ability to fully utilize the Quick Access Toolbar (QAT), including quick access edocs DM items creating a more seamless office experience Slide 14 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

15 Microsoft Outlook 2007 / 2010 Ability for users to configure their edocs DM settings from the Outlook options tab Uses can now dynamically update their settings, choosing to save attachments, how to save them: with the message or separately into edocs Administrators will have the ability to Enable / Disable this functionality for the users edocs DM Outlook add-ins to support Microsoft s new Outlook model in 2010 Slide 15 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

16 Microsoft Outlook 2010 edocs DM Commands are active when the edocs node is not selected edocs DM node can be renamed My edocs DM Project Integration with the Quick Access Toolbar and Custom Tabs Slide 16 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

17 Compare and Merge No longer provide an edocs custom dialog Integration with the Native compare dialog brings up a Quick Retrieve when selecting the Open Icon or browse. Slide 17 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

19 Multiple File Types Support Problem: Our customers want to save documents which are outside the two file formats currently supported for each Office application: Word, PowerPoint and Excel We need to be able to provide the ability to save documents which is closer to the native Office save experience Solution: We have designed the ability for both Office 2007 and Office 2010 to save and open file types which have not been previously supported with edocs This will mimic the native save dialog that appears in native Office save dialogs User Scenario Angela receives a CSV file via from a client with some accounting data. She needs to include her department information, so she opens the file, makes her edits and chooses save. The edocs save dialog opens and from the drop-down she chooses to save the document as an.xlsx file. The document is converted and saved into her document library. Slide 19 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

20 Multiple File Types Support How does it work? Library generator populates the database with a table: File_Types_Extns Defaults are populated with native based single file types from each application Most file extensions are disabled by default to allow for easy configuration after installation Slide 20 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

21 Multiple File Types Support On the profile form A new drop down has been added to the profile form so users can select what type of format they wish their document to be saved in New Documents will default to the libraries default extension for the application Documents which have already been saved will default to the file extension and format in which the document has been saved Slide 21 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

22 Save User Interface Enhancements Users can now change the profile form of a document on the fly With Dynamic Views installed, users can now have access to the navigational tree from the profile form display Allows user to navigate through the tree to change metadata Dialog will appear to ask the user if this is the change they wish to make with a checkbox allowing them to disable the message the next time around Slide 22 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

25 Client Operating Systems Windows XP Professional Windows Vista 32 bit Windows 7 32 bit Windows 7 64 bit The DM Extensions will be a 32 bit application running on the 64 bit platform Slide 25 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

26 Office Suites Microsoft Office 2010 using Visual Studio Tools for Office (VSTO) Includes support for multiple file types Microsoft Office 2007 using COM Includes support for multiple file types Microsoft Office 2003 using COM Automation with DM 5.3 Extensions COM Automation or ODMA support for or extensions we will continue to support Office 2003, but QA will be limited for the release. This process is similar to the support policy that was described in the DM CU4 platforms information document Quick Reference: Applications and Platforms Supported in edocs DM/RM CU4 Lotus Suite 9.8, 9.7 Corel WordPerfect Office X3 Adobe Acrobat 9.0, 8.0 ODMA Support for third party applications Additional details to come Slide 26 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

27 Server Operating Systems / Databases Windows Server 2003 Windows Server 2008 R2 (64 Bit) The DM Server will be a 32 bit application running on the 64 bit server Microsoft SQL Server 2005, 2008, 2008 R2 Compatibility Mode SQL-92 (Native Mode) Oracle 10g R2 Oracle 11g Slide 27 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

29 Microsoft Windows Installer (MSI) Coverage on all of the edocs DM Server and edocs DM Extensions Components edocs DM Server 5.3 installation can be net new or an upgrade from a previous version of edocs DM Server Installations can be run with MSI standard switches Msiexec.exe /q /i DMServer.msi /l*vx dmserver_install.log ADDLOCAL="ALL" REMOVE="RMServerFeature" OT_SERIALNUMBER_17="17-xxxx-xxx " OT_PASSWORD_17= xxxxxxxx" OT_SERIALNUMBER_42="42-xxxx-xxx " OT_PASSWORD_42= xxxxxxxx Slide 29 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

30 MSI Installations Advantages Because all MSI installations are transactional, they have a built-in rollback feature for future patches MSI allows for either full installation of future patches or incremental MSI packages can be marked as not requiring elevated privileges to install, allowing a package to install without prompting the user for Administrator credentials Standardized Windows delivery mechanism allows us to easily snap-in additional modules for future delivery MSI allows for installations to run from a group policy and can include additional hotfixes, registry, xml and macro files No need to reboot after installation Completely customizable based on individual environments Use ORCA tool for modifying MSI Installations Windows Installer Development Tools Slide 30 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

32 Windows Communication Foundation Update servers and clients to include support for: Windows Communication Foundation (WCF) HTTP Advantages to using WCF Tighter control of port usage Ability to use Microsoft s WCF logging utilities to diagnose connection problems Servers will remain backwards compatible Using the edocs DM Client Connection Wizard, client machines can choose which connection to use Older clients can continue to use DCOM to connect to the edocs DM Server without interruption (DM , DM 5.2.1) Slide 32 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

34 edocs RM 5.3 edocs RM functionality New RM Bar Code Utility Included with RM Admin license Provides: Label formatting Label printing Slide 34 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

35 edocs DM 5.3 Translations Open Text will be translating the DM 5.3 software to: French Dutch Italian German Spanish French will be the first language to be released and is targeted within 90 days of the English version release The other languages will follow shortly after A translation kit will also be made available to partners to localize the software to additional languages. Slide 35 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

37 Multi Platform Document Access Microbrowser Module Blackberry Client iphone Client ipad Client Hard Drives/Flash Drives Provided in conjunction with Matrix Logic Slide 37 Copyright 2010 Open Text Corporation. All rights reserved.

38 ipad Client Now Available Native ipad App. Similar features to MicroBrowser Contacts integration Ability to download, cut and paste from documents to other apps. Use off-line. Slide 38 Copyright 2010 Open Text Corporation. All rights reserved.

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41 Open Text edocs Integration for MS SharePoint The edocs Integration for Microsoft SharePoint solution includes the following components: Open Text edocs DM Extensions for Microsoft SharePoint edocs DM WebParts for SharePoint Open Text edocs Integration for Microsoft SharePoint edocs Publishing Client for SharePoint Content Bridge w/ edocs Data Connector (allows for automated sync and move of content and metadata between edocs and SharePoint) Open Text Content Migrator for edocs Includes the edocs DM Connector and Content Server Connector Open Text edocs Search Connector for Microsoft FAST Integration for Microsoft FAST ESP Enables edocs to become a searchable information source for Microsoft FAST ESP Open Text edocs Synchronize Express for Microsoft SharePoint Maps folders between SharePoint and edocs for content synchronization One-time (manual) Scheduled (manual or event-driven) On-going (event or process-driven) Slide 41 Copyright 2010 Open Text Corporation. All rights reserved.

42 edocs Integration for MS SharePoint R4 Support for SharePoint 2010 for all modules of the edocs Solutions for SharePoint (from previous slide) Enterprise Archiving & Distribution for SharePoint (EADS) Additional repository compatibility, including EMC Documentum and Open Text Content Server Enhanced Archive Once functionality Improved integration with Open Text edocs DM Core Integration Services Fail-Over Load Balancing support for Remote Connector Inclusion of Farm Deployment Manager Improved support for Java language connectors Improved Protocol Handler performance Synchronize Express Additional connector support Greater configuration flexibility Support for mapping and linking an entire SharePoint document library Enterprise Integration for SharePoint Improved Web Part library portability Simplified language translation settings Slide 42 Copyright 2010 Open Text Corporation. All rights reserved.

44 Auto Bulk Filing 3.1 Feature Enhancements List of defined folders can include columns with defined metadata from the DM Profile. Fields to display can be configured List of defined folders can include information of source mailbox either as the full path of the Outlook folder or in a separate column List of defined folders can be sorted on any column List items Selected folder and Selected items have been moved from the list and placed above with separate File now -buttons List of defined folders supports multi-select to allow several folders to be selected in one File now -operation or deleted Replicate folder option can be hidden for users even if foldering is enabled Add Outlook folder remembers last selected folder between dialog displays. Editing a monitored folder definition starts configuration wizard on step 1 (allowing for changing Outlook folder) Slide 44 Copyright 2010 Open Text Corporation. All rights reserved.

46 Auto Bulk Filing 3.1 Feature Enhancements (cont) Settings for Workpath, ProfileForm etc can be set in Current User section of the Windows registry allowing full Citrix compliance Filing status (field billing ) for already filed s can be cleared allowing for re-filing of s (feature is hidden by default) A defined folder can be used as a template when setting up a new folder Centrally stored monitored folder definition can be copied from one user to another (feature is hidden by default) Optional context menu for Outlook 2007 that allows right-click on folder/selected items in Outlook to launch Auto Bulk Filing wizard. Support for new optional service that extracts directly from Exchange-server. Improved hover text messages on icon in Windows system tray Oracle support with DM 5.2 Slide 46 Copyright 2010 Open Text Corporation. All rights reserved.

47 Auto Filing 3.0 / 3.1 Process Monitored folder is defined. Job definition store locally or on server location Server location 2. Scheduled auto filing occurs. Client-side process copies message files to server location Filing Service DM Server DM Library 3. Service imports s into edocs DM with profile and thread metadata

48 Auto Filing 3.1 with New Exchange Connector A A new monitored folder is defined. Job definition stored to server location MS Exchange Server New Exchange Connector 1. Scheduled auto filing occurs. Service copies s from Exchange store to server location Filing Service Server location DM Server (Workpath) 2. Service imports s into edocs DM with profile and thread metadata Note: The client-server process (as in 3.0) is still supported DM Library Slide 48 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

49 Auto Bulk Filing Exchange Connector Additional Windows service that: Reads job definitions (defined folders that are set for monitoring) from Workpath Extracts s directly from Exchange Server Sends to s to Filing Service (workpath) s will be filed even if workstation is not started: File s for users with web access File s using BlackBerry, iphone, Smartphone etc Important technical details: Installs on Filing Service server or another Windows server not Exchange server. (communicates with Exchange through Web Service API) Can be deployed for some users. i.e.: easy to test Slide 49 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

50 Marker Enhancements New Features: Categories set by marker are now cleared if the has been deleted from DM or if the user no longer has access to the document Export registry function changed to use Unicode Priority slider hidden by default. (Registry key to display) Oracle support. (Note: Some existing database indexes should be modified for performance reasons) Improved hover text messages on icon in Windows system tray Slide 50 Copyright 2010 Open Text Corporation. All rights reserved.

52 Open Text Archiving for edocs The Open Text Archiving for edocs software provides integration between edocs DM and the Enterprise Library 10.1 archiving feature. The integration is focused on: The Archiving feature of the Enterprise Library Offering support for additional storage technologies to edocs DM customers Intelligent Storage driven by edocs DM Profile Metadata Slide 52 Copyright 2010 Open Text Corporation. All rights reserved.

53 edocs DM Document Servers edocs DM DM Workflow edocs Integration for MS SharePoint Archiving Integration for edocs Filing Active Content is stored on DM Document Servers Multiple DM Document Servers can be configured per library BPM Server integration for edocs DM Imaging edocs RM edocs DM Windows Server Novell Netware EMC Centera Slide 53 Copyright 2010 Open Text Corporation. All rights reserved.

54 edocs Integration for Enterprise Library Archiving edocs DM DM Workflow edocs Integration for MS SharePoint Archiving Integration for edocs Filing BPM Server integration for edocs Active Content will continue to be stored on DM Document Servers Documents that are edited versioned Read-Only or dormant content can be moved to the Enterprise Library Make Read Only Configure Target Document Server DM Imaging edocs RM edocs DM edocs Integration for Enterprise Library Archiving Records Management Windows Server Novell Netware EMC Centera Security Clearance Content Archiving Directory Services Content Server Archive Server Runtime and Core Services Enterprise Library Services API Administration Client (MMC) Open Text Enterprise Library Slide 54 Copyright 2010 Open Text Corporation. All rights reserved.

55 Enteprise Library Intelligent Storage Management The Enterprise Library brings support for additional hardware technologies to DM By including DM metadata the administrator will be able to configure rules on where to store the content Slide 55 Copyright 2010 Open Text Corporation. All rights reserved.

59 User Based Record Classification Manually file (Classify) a record When filing (Classifying) a record the user selects the record classification Manually declare (Mark Official) a record An authorized user or records manager can mark a classified record as official The document will then be copied to the Record Classification when marked official The document is made read-only in DM A visual indicator is displayed in DM to show the document is marked as an official record Slide 59 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

60 Content Server Administrator The Content Server or Records Manager will be able to see the folder structure created by DM An example structure is Library name Client ID Document Type Record Classifications can be assigned to the folder level and documents added to the folder will inherit a retention schedule Slide 60 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

61 Records Manager Administration The Records Manager will be able to see what content a specific retention schedule is assigned to Slide 61 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.

63 edocs Integration for Autodesk AutoCAD This session will provide a product overview of the new Open Text edocs Integration for Autodesk AutoCAD by Cad-Capture The edocs Integration for Autodesk AutoCAD provides application integration between AutoCAD and edocs DM, allowing organizations to work more effectively with engineering documents while strategically incorporating them into their enterprise content repositories. By comprehensively managing drawings and associated revisions, title blocks, and reference files, edocs Integration for Autodesk AutoCAD enables engineers to control technical knowledge assets while simultaneously providing secure access to AutoCAD drawings for all users in the organization. Slide 63 Copyright 2010 Open Text Corporation. All rights reserved.

64 edocs Integration for Autodesk AutoCAD Supported edocs DM Environments DM DM DM 6.0.5** Supported Autodesk Applications AutoCAD 2011 AutoCAD 2010 AutoCAD 2009 AutoCAD 2008 ** Full functionality not available within DM 6.x Slide 64 Copyright 2010 Open Text Corporation. All rights reserved.

65 edocs DM Interface AutoCAD Passive Integration Open New Save Save As DM Version support New Version Sub Version Published DM Template integration for your prototype drawings Slide 65 Copyright 2010 Open Text Corporation. All rights reserved.

66 Drawing Metadata DM Designer to incorporate your drawing specific metadata Project ID Change Order Number Part Number Part Supplier As examples.. DM Profile information mapped to your Drawing Attributes Sync from DM to the Drawing Attribute Sync from the Attribute to DM Profile Slide 66 Copyright 2010 Open Text Corporation. All rights reserved.

67 AutoCAD Reference Files Insert external reference files AutoCAD View List support for reference files provides access to native reference features Edit reference files during the same drawing session Reference a specific version Reference the Published version with automatic update to most recent published version Slide 67 Copyright 2010 Open Text Corporation. All rights reserved.

69 Open Text Report and Output Manager Capture, archive & deliver application-generated content for secure multi-channel delivery Portal self-service Report mining and collaboration Report analytics Automatic report distribution Regulatory compliance Paper use reduction Multi-channel delivery Centralized print management Slide 69 Copyright 2010 Open Text Corporation. All rights reserved.

70 ECM API Stack Source Applications App Output (Fixed Report) VPOM & Forms edocs API Parse & Forms, Metadata Extract edocs DM Repository Archive Slide 70 Copyright 2010 Open Text Corporation. All rights reserved.

71 ECM API for COLD - Integration with edoc DM Create Intuitive Electronic Business Documents Forms Designer for COLD output Manage Concurrent Capture of COLD Content Queuing, Records Parsing, Concurrent Import/Capture and Management Consolidated access to enterprise content Documents, , images, and COLD Reports ECM enable secured report content ECM enable of COLD, ERP, and legacy content Lifecycle, workflow, records management Support COLD and decommission legacy applications Transactional / Production / ERP application reports Slide 71 Copyright 2010 Open Text Corporation. All rights reserved.

72 Where Can I Get More Information Content World 365 Webinars on Demand Open Text Report and Output Management Suite Product Overview Recorded Tuesday July 20, Contact Information Jacqueline Probe Sr. Technical Solutions Consultant [email protected] Joe Basanda Sr. Account Executive [email protected] Slide 72 Copyright 2010 Open Text Corporation. All rights reserved.

74 Document Management edocs Edition 5.x Roadmap Overview Calendar Year Q2 Wireless DMS for edocs Apple ipad support edocs Integration for Sharepoint SharePoint 2010 support Filing 3.1 SharePoint 2010 support Open Text Report and Output Manager Integration with edocs DM Q3 edocs DM 5.3 Microsoft Office 2010 Windows Communication Foundation MSI installer technology More. Filing 3.1 Exchange Connector New connector for Filing with integration to Microsoft Exchange Open Text edocs Integration for Autodesk AutoCAD New integration between edocs DM and AutoCAD edocs DM Integration with Open Text RM edocs DM Extensions integration with Open Text Records Management edocs DM 5.4 edocs DM 5.4 Next feature release of the edocs DM 5.x product line ECM Suite Advances Open Text Archiving for edocs ECM Suite Advances Integration with Open Text Records Management ECM Suite Advances Additional details will be provided at Content World 2010 Legend: Delivered In Progress Proposed Slide 74 Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright Open Text Corporation All rights reserved.